Payroll Specialist

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20 office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our team members. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

This role provides support to The People Office, accounting, finance and operations teams and reports to the firm’s Controller.

Key Responsibilities:

• Handle the Payroll process end to end including off-cycle processing for bi-weekly and semi-monthly payroll
• Manage payroll files and other record keeping items; process, post and edit new hires
• Provide assistance with troubleshooting and resolving employee pay questions/discrepancies
• Upload payroll journal entries and ensure that General Ledger coding is accurate
• Account reconciliation for payroll processed deductions
• Reviewing and processing of State Tax payments
• State registrations for payroll tax accounts
• Ad-Hoc Reporting and Analysis
• Analyze current workflow processes and offer up improvement suggestions
  
  

Qualifications:

Required:

• Bachelor’s degree in business, accounting, finance or related field
• 3-5 years of experience in multi-state Payroll role
• Ideally, competency working with UKG payroll system, PlanSource, and NetSuite.
• Strong Microsoft Office skills, especially Excel
• Strong attention to detail
• Ability to work independently and as part of a team
• Good listening and communication skills
• Willing to grow and take on additional responsibilities when needed and support other team members
  
  

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $65,000 - $70,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.